See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,314 | $89,355+83.9% | $141,162+16.4% | $72,985+125.1% |
| Participation rate | 34.8% | 75.1%-40.3pp | 82.5%-47.6pp | 69.5%-34.7pp |
| Annual return | 21.12% | 111.85%-90.7pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,407 | $5,418-0.2% | $6,709-19.4% | $3,607+49.9% |
| Admin fee / account holder | $35,889 | $5,958+502.3% | $10,261+249.8% | $5,124+600.4% |